--- title: "Connect Grafana and Pipeliner Crm - APIANT.ai" description: "When \"New Dashboard\" fires in Grafana, your agent runs \"Add contact\" in Pipeliner Crm, or \"New account\" in Pipeliner Crm to \"Add Team Member\" in Grafana." canonical: "https://apiant.ai/connect/grafana-to-pipeliner-crm" --- # Connect Grafana and Pipeliner Crm When **New Dashboard** fires in [Grafana](https://apiant.ai/connections/grafana), your agent runs **Add contact** in [Pipeliner Crm](https://apiant.ai/connections/pipeliner-crm), or **New account** in Pipeliner Crm to **Add Team Member** in Grafana. Describe the whole flow and it is built, tested on every scenario and kept running. Grafana **1** trigger Grafana **24** actions Pipeliner Crm **4** triggers Pipeliner Crm **29** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Grafana and Pipeliner Crm to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Grafana and Pipeliner Crm can do together ### From Grafana to Pipeliner Crm - When **New Dashboard** in Grafana then **Add contact** in Pipeliner Crm - When **New Dashboard** in Grafana then **Add lead** in Pipeliner Crm ### From Pipeliner Crm to Grafana - When **New account** in Pipeliner Crm then **Add Team Member** in Grafana - When **New contact** in Pipeliner Crm then **Create Alert Rule** in Grafana Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Grafana and Pipeliner Crm ## Triggers and actions 5 triggers · 53 actions - Trigger **New Dashboard** Triggers when a new dashboard is created in your Grafana instance. - Action **Add Team Member** Adds an existing Grafana user to a team. - Action **Create Alert Rule** Creates a Grafana-managed alert rule (or recording rule) in a folder and rule group, and returns the new rule. - Action **Create Annotation** Creates an annotation in Grafana, either on a specific dashboard panel or as an organization-wide annotation. Supports point-in-time and region annotations with tags. - Action **Create Folder** Creates a new folder in Grafana, optionally nested under a parent folder. - Action **Create or Update Dashboard** Creates a new dashboard or updates an existing one from a complete dashboard model, optionally placing it in a folder and recording a version-history message. - Action **Create Team** Creates a new team in your Grafana organization with a name and optional email. - Action **Delete Alert Rule** Deletes a Grafana-managed alert rule or recording rule by its UID. - Action **Delete Annotation** Deletes an annotation from Grafana by its id. - Action **Delete Dashboard** Deletes a dashboard from your Grafana instance by its unique identifier. - Action **Delete Folder** Deletes a Grafana folder along with all dashboards and alerts stored in it. - Action **Find Annotations** Returns annotations matching the given time range, dashboard, panel, user, alert, type or tags. - Action **Find Teams** Finds teams in your Grafana organization by name or partial name. - Action **Get Alert Rule** Returns a single Grafana-managed alert rule or recording rule by its UID, including its queries, labels, annotations and folder. - Action **Get Annotation** Returns a single annotation by its id, including its text, tags, time range and the dashboard and panel it belongs to. - Action **Get Dashboard** Returns a Grafana dashboard, including its full dashboard model and metadata such as its folder and URL, given the dashboard's unique identifier. - Action **Get Data Source** Returns a single Grafana data source, including its type, URL, access mode and settings, looked up by its UID. - Action **Get Folder** Returns a Grafana folder by its UID, including its title and parent folder. - Action **Get Team** Returns a Grafana team's details (name, email, organization, created and updated times) by its ID. - Action **List Data Sources** Returns all data sources configured in your Grafana organization, with their names, types and connection settings. - Action **List Folders** Returns all folders in your Grafana organization that you have permission to view, with each folder's UID, title and parent folder. - Action **Remove Team Member** Removes a user from a Grafana team. - Action **Update Alert Rule** Updates an existing Grafana alert or recording rule, replacing its title, queries, condition, labels and other settings. - Action **Update Annotation** Updates the text, tags, or time range of an existing annotation. Fields left blank keep their current values. - Action **Update Folder** Updates an existing folder's title, or moves it under a different parent folder. - Trigger **New account** Fires when a new Account is created, via Coevera/Pipeliner webhooks (real-time updates) on the Accounts entity. - Trigger **New contact** Fires when a new Contact is created, via Coevera/Pipeliner webhooks (real-time updates) on the Contacts entity. - Trigger **New lead** Fires when a new Lead is created, via Coevera/Pipeliner webhooks (real-time updates) on the Leads entity. - Trigger **New opportunity** Fires when a new Opportunity is created, via Coevera/Pipeliner webhooks (real-time updates) on the Opportunities entity. - Action **Add account** Adds a new account - Action **Add appointment** Create an Appointment record. - Action **Add contact** Create a Contact record. - Action **Add lead** Adds a new lead - Action **Add opportunity** Adds a new opportunity in Pipeliner CRM, including any custom opportunity fields defined in your space. - Action **Add product** Adds a new product - Action **Add task** Create a Task (Activity) record. - Action **Delete account** Deletes an account in Pipeliner CRM by its ID. - Action **Delete contact** Deletes a contact in Pipeliner CRM by its ID. - Action **Delete lead** Deletes a lead from Pipeliner CRM by its ID. - Action **Delete opportunity** Deletes an opportunity in Pipeliner CRM by its ID. - Action **Find contacts** Returns up to 100 contacts whose chosen field matches the specified value. - Action **Find opportunities** Returns up to 100 opportunities that match the specified criteria (name, owner, pipeline step, type, sales unit, lead source, closing date, archived flag). - Action **Get account** Returns a single Pipeliner CRM account by its id, including custom field values. - Action **Get contact** Retrieve a single Contact by id. - Action **Get lead** Retrieves a single lead from Pipeliner CRM by its id, including the lead's custom fields. - Action **Get opportunity** Retrieves a single opportunity by its id, including any custom field values defined on opportunities in the account. - Action **List accounts** List/search Account records. - Action **List appointments** List Appointment records. - Action **List contacts** Returns the contacts in the Pipeliner CRM space, optionally filtered by one field and sorted. - Action **List leads** Lists leads in the Pipeliner CRM space, optionally filtered, sorted and expanded. Returns up to 100 leads. - Action **List opportunities** Returns all opportunities in the Pipeliner CRM space, optionally filtered, sorted and expanded. - Action **List products** Returns up to 100 products from the Pipeliner CRM space, optionally filtered by name or SKU. - Action **List tasks** List Task (Activity) records. - Action **Update account** Updates an existing account by ID, including any custom account fields. - Action **Update contact** Updates an existing contact in Pipeliner CRM by ID. Only the fields you fill in are changed. - Action **Update lead** Updates an existing lead by ID - Action **Update opportunity** Updates an existing opportunity by ID - Action **Update task** Updates an existing task by ID ## Each app on its own - [ **Grafana** Grafana offers application analytics visualization services and features graphing, styling, template...](https://apiant.ai/connections/grafana) - [ **Pipeliner Crm** Visual sales pipeline CRM for managing deals, contacts, and sales workflow automation.](https://apiant.ai/connections/pipeliner-crm) Reviews ## What our customers say ## More from Grafana - [ **Grafana to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/grafana-to-hubspot) - [ **Grafana to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/grafana-to-salesforce) - [ **Grafana to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/grafana-to-slack) - [ **Grafana to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/grafana-to-mailchimp) - [ **Grafana to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/grafana-to-stripe) - [ **Grafana to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/grafana-to-shopify) ## More into Pipeliner Crm - [ **Arxiv to Pipeliner Crm** Open-access repository API for searching and retrieving scholarly preprints in physics, math, CS, and...](https://apiant.ai/connect/arxiv-to-pipeliner-crm) - [ **HubSpot to Pipeliner Crm** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-pipeliner-crm) - [ **Slack to Pipeliner Crm** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-pipeliner-crm) - [ **Google Sheets to Pipeliner Crm** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-pipeliner-crm) - [ **Gmail to Pipeliner Crm** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-pipeliner-crm) - [ **Google Calendar to Pipeliner Crm** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-pipeliner-crm) Questions ## Grafana and Pipeliner Crm, answered ### ### What can start an automation from Grafana? Any of Grafana's 1 trigger in the catalog, including New Dashboard. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Pipeliner Crm when something happens in Grafana? Any of Pipeliner Crm's 29 actions, including Update account, Update contact, Update lead and Update opportunity. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Pipeliner Crm to Grafana? Yes. When something happens in Pipeliner Crm, your agent can act in Grafana too. This page covers both directions: Pipeliner Crm's triggers and Grafana's actions are listed here as well. ### ### Do I have to build a connector for Grafana or Pipeliner Crm? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Grafana and Pipeliner Crm without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.